Benson Liao Insurance & Financial Center - Benson Liao
“Sean is knowledgeable and took the time to explain all the details of the life insurance policies and annuities that best fit my needs.”
Best Financial Advisors near Rowland Heights, CA
We have one firm in Rowland Heights on file, and it is on this list, along with 13 from towns including Fullerton (2, 6 mi), Anaheim (2, 9 mi) and Diamond Bar (1, 5 mi).
5 open weekends · 12 rated 4.5+ · 4 show a license
Data verified October 18, 2026
Melendez Company & Associates
“Very friendly, professional and knowledgeable staff.”
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Sense Financial Services
“Knowledgeable, reasonable rates, responsive, great resources on their website, ongoing education opportunities.”
The Agency
“Jennifer was amazing to talk with about my taxes I'm looking forward to see what my taxes comes after this year”
Life Design Financial & Insurance Services
“I highly recommend Scott and Life Design Financial for retirement planning services.”
Smartcpa - Chino Hills
“Smart CPA has some really good numbers geek like Mohuned who handles our books.”
The 14 firms listed for Rowland Heights, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Rowland Heights, CA
The 14 firms on this page are rated from 4.2 to 5.0 across 700 reviews; 4 have 50 or more reviews and 12 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), quality (79%) and responsiveness (75%). 5 are open on Saturdays. The services the firms on this page list most often on their websites are tax services (3), accounting (2), business services (2), industries (2) and payroll (2). 4 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 9 have ten or more years of experience, the longest 46 years. 1 offers payment plans; 6 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 13 of the firms on this page; 12 publish a contact page; 11 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Rowland Heights offer a free first meeting?
6 of the 14 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
金管家會計師及財務規劃
“Miss Wendy is very patient and helps customers solve problems, which is great👍🏻👍🏻👍🏻 …”
XOA Tax, CPA & Accounting Firm
“I would highly recommend this CPA firm to anyone who needs to have their taxes done, thoroughly and painlessly.”
Carl Grande- Grand Capital Management
“Great guy all around, and I would recommend him to anybody.”
Anthony Sykes and Company
“Every time we refer someone to Anthony and his team they always come back and Thank you.”
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Tandy Consulting
“His assistance has been not simply professional, but meticulously thorough, punctual and downright aggressive on behalf of his clients.”
Eclectic Associates
Kalter Financial Group
“They are personable with a sense of humor, trustworthy, maintain confidence.”
Pacific International CPA
“Both my business and I have been with them several years now and we are very happy with their service, their quick response time and their knowledge of current financial challenges that many of us are facing in these COVID-19 times.”
Why these companies made our list
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